PCWA
FNM

Pacific Capital Wealth Advisors’s FANNIE MAE FNM Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio FNM Stock Details FNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-52,499
Closed -$106K – 211
2020
Q3 		$106K Buy
+52,499
New +$106K 0.06% 81

Other funds holding FNM

CA
CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return
M2MC
Matthew 25 Management Corp Ambler, Pennsylvania $301M AUM 35.04% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
WG
Winton Group London, United Kingdom $2.85B AUM 30.73% 1-Year Est. Return
JCI
Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Pacific Capital Wealth Advisors's FNM Position: Q4 2020 in Review

Pacific Capital Wealth Advisors sold out of FANNIE MAE (FNM) in Q4 2020, closing a stake of 52,499 shares — an estimated $106K sold.

Pacific Capital Wealth Advisors first reported a position in FNM in Q3 2020 and held it in 1 quarter. The position peaked at $106K in Q3 2020. 26 funds tracked by Wall St. Rank hold FNM as of Q4 2020.

  • Pacific Capital Wealth Advisors reported no remaining FANNIE MAE position as of Q4 2020 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 52,499 FANNIE MAE shares in Q4 2020, an estimated $106K.
  • Pacific Capital Wealth Advisors first reported a position in FANNIE MAE in Q3 2020 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's FANNIE MAE position peaked at $106K in Q3 2020.
  • 26 funds tracked by Wall St. Rank held FANNIE MAE as of Q4 2020.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.